Job Document Transfer

Setup and activation

1. A ServiceM8 account administrator enables Job Document Transfer from the ServiceM8 Add-on Store.
2. The administrator approves the permissions shown during activation.
3. No separate Job Document Transfer account or password is required.
4. Open the destination job before launching the add-on.

The add-on needs permission to read jobs, clients, forms and attachments, copy selected attachments, and publish the transfer summary to the Job Diary.

Copy files to another job

1. Open the job that should receive the files. This is the destination job.
2. Choose Transfer Documents from the Job Card add-on actions.
3. Select a suggested source job for the same client, or enter an exact job number.
4. Review the upload dates and preview available photos or Job Sheet PDFs.
5. Select the files to copy, then continue.
6. If the clients differ, review both names and tick the confirmation box.
7. Keep the add-on open while the files are copied one at a time.

Supported files and limits

• ServiceM8 photos, including JPG, JPEG, PNG and HEIC images.
• Generated PDFs associated with a form containing “Job Sheet” in its name.
• PDF attachments with “Job Sheet” in the file name.
• Up to 30 selected files in one batch.
• A maximum of 15 MB per file.

Quotes, invoices, videos and unrelated PDFs are deliberately excluded from the initial release.

Copying between different clients

This option is intended to correct a photo or Job Sheet uploaded against the wrong client. The add-on displays the source and destination client names and requires explicit confirmation.

Troubleshooting

No files are shown

Confirm that the source job contains a supported photo or a PDF identified as a Job Sheet. If the file has only just uploaded, close and reopen the add-on.

A preview does not open

Large files and some browser PDF settings can prevent an in-window preview. A supported file can still be selected even when preview is unavailable.

A file says “Already copied”

This is duplicate protection. Open the destination Job Diary to locate the earlier transfer summary and copied attachment.

A permissions or session message appears

Ask a ServiceM8 administrator to confirm that your staff account can access both jobs and their attachments. If the session expired, close and reopen the add-on.

A transfer stops part-way through

Reopen the add-on. Files already copied will be marked, allowing you to select only the remaining files.

Removing the add-on

A ServiceM8 administrator can disable or remove Job Document Transfer from the account's add-on settings. Removal stops future transfers but does not delete attachments, source markers or Job Diary notes already stored in ServiceM8.